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All Season Financial Advisors’s Coca-Cola KO Stock Holding History

All Season Financial Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,217
Closed -$628K – 127
2022
Q3 		$628K Sell
11,217
-50
-0.4% -$3.11K 0.68% 29
2022
Q2 		$709K Buy
11,267
+22
+0.2% +$1.4K 0.61% 35
2022
Q1 		$697K Buy
11,245
+168
+2% +$10.2K 0.49% 42
2021
Q4 		$656K Buy
11,077
+282
+3% +$15.7K 0.46% 43
2021
Q3 		$566K Buy
10,795
+29
+0.3% +$1.62K 0.46% 47
2021
Q2 		$583K Buy
+10,766
New +$586K 0.42% 48

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

All Season Financial Advisors's KO Position: Q4 2022 in Review

All Season Financial Advisors sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 11,217 shares — an estimated $628K sold.

All Season Financial Advisors first reported a position in KO in Q2 2021 and held it in 6 quarters. The position peaked at $709K in Q2 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • All Season Financial Advisors reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 11,217 Coca-Cola shares in Q4 2022, an estimated $628K.
  • All Season Financial Advisors first reported a position in Coca-Cola in Q2 2021 and held it in 6 quarters.
  • All Season Financial Advisors's Coca-Cola position peaked at $709K in Q2 2022.
  • 2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on All Season Financial Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.